Iron Triangle Partners’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,044,530
| Closed | -$33.4M | – | 36 |
|
|
2023
Q4 | $33.4M | Buy |
+1,044,530
| New | +$33.4M | 4.32% | 10 |
|
|
2023
Q3 | – | Sell |
-580,973
| Closed | -$26.1M | – | 28 |
|
|
2023
Q2 | $26.1M | Sell |
580,973
-234,579
| -29% | -$10.6M | 3.49% | 12 |
|
|
2023
Q1 | $28.1M | Sell |
815,552
-464,448
| -36% | -$16M | 4.06% | 12 |
|
|
2022
Q4 | $35.7M | Buy |
1,280,000
+730,000
| +133% | +$20.3M | 6.39% | 5 |
|
|
2022
Q3 | $12.9M | Buy |
550,000
+281,824
| +105% | +$6.59M | 2.25% | 24 |
|
|
2022
Q2 | $7.76M | Sell |
268,176
-131,824
| -33% | -$3.81M | 1.01% | 21 |
|
|
2022
Q1 | $22M | Sell |
400,000
-143,696
| -26% | -$7.91M | 2.62% | 19 |
|
|
2021
Q4 | $29M | Buy |
+543,696
| New | +$29M | 4.05% | 13 |
|
|
2021
Q2 | – | Sell |
-725,000
| Closed | -$32.1M | – | 34 |
|
|
2021
Q1 | $32.1M | Sell |
725,000
-194,338
| -21% | -$8.6M | 4.08% | 12 |
|
|
2020
Q4 | $26.7M | Buy |
919,338
+169,338
| +23% | +$4.91M | 3.46% | 13 |
|
|
2020
Q3 | $16.4M | Buy |
750,000
+73,348
| +11% | +$1.61M | 3.67% | 15 |
|
|
2020
Q2 | $7.83M | Buy |
+676,652
| New | +$7.83M | 1.97% | 21 |
|